SUNDARAM MEDIUM DURATION FUND Regular Plan vs Axis Strategic Bond Fund compare
Axis Strategic Bond Fund - Regular Plan - Growth Option
SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
Chart Comparison
| Scheme Name | Axis Strategic Bond Fund - Regular Plan - Growth Option | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
|---|---|---|
| Fund | Axis Strategic Bond Fund - Regular Plan - Growth Option | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderately High | Moderate |
| Asset Size (Cr) | ₹1938 Cr | ₹42 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹250 |
| Min Addl Investment | ₹100 | ₹500 |
| Launch Date | 28 Mar 2012 | 18 Dec 1997 |
| Category | Medium Duration | Medium Duration |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Medium Duration Debt Index C-III | Nifty Medium Duration Debt Index A-III |
| Turn Over | 20% | 78% |
| Expense Ratio | 1.03 | 2.16 |
| Manager | Devang Shah | Dwijendra Srivastava |
| ISIN Code | INF846K01BP2 | INF903J01FQ2 |
| Exits Load | Exit load of 1% will be charged on investment in excess of 10% if redeemed within 12 months./365 | Exit load of 1%, if redeemed within 12 months./365 |
| Scheme Name | Axis Strategic Bond Fund - Regular Plan - Growth Option | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.42% | 0.2% |
| 6 Month | 4.14% | 3.03% |
| 1 Year | 8.71% | 6.39% |
| 3 Year | 6.36% | 3.81% |
| 5 Year | 7% | 3.91% |
| Scheme Name | Axis Strategic Bond Fund - Regular Plan - Growth Option | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | - | - |
| 3 Year | - | - |
| 5 Year | - | - |
| Scheme Name | Axis Strategic Bond Fund - Regular Plan - Growth Option | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
|---|---|---|
| 1 Year | 7.42% | 6.59% |
| 3 Year | 7.87% | 6.53% |
| 5 Year | 8.03% | 6.66% |
| Scheme Name | Axis Strategic Bond Fund - Regular Plan - Growth Option | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 1.34% | 1.84% |
| Sharp | 0.32% | -1.17% |
| Beta | 0.69% | 0.94% |
| Alpha | 0.47% | -2.11% |
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| Scheme Name | Axis Strategic Bond Fund - Regular Plan - Growth Option | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
|---|---|---|
| Name | Devang Shah | Dwijendra Srivastava |
| Total AUM | ₹60014 Cr | ₹14140 Cr |
| Fund Manage | 15 | 14 |
| Axis Strategic Bond Fund - Regular Plan - Growth Option | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
| Scheme Name |
Axis Strategic Bond Fund - Regular Plan - Growth Option |
SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
|---|---|---|
| Others | 99.99 | 99.99 |
| Scheme Name |
Axis Strategic Bond Fund - Regular Plan - Growth Option |
SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
|---|---|---|
| Others | 11.84 | 16.43 |
| Sovereign | 30.51 | 79 |
| Financial | 25.35 | - |
| Construction | 10.72 | - |
| Consumer Staples | 5.44 | 2.28 |
| Materials | 1.75 | - |
| Communication | 4.72 | 2.28 |
| Capital Goods | 3.23 | - |
| Services | 2.13 | - |
| Automobile | 2.07 | - |
| Energy | 2.23 | - |
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